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Open the installation link using your preferred browser
If needed, log in to your Salesforce organization (You must be a System Administrator)
Select "Install for All Users"
Click Install
Wait until ClosePlan is successfully Installed.
Installation may take some time. You will receive an e-mail when the installation is complete.
To verify that you have installed the ClosePlan Package, go to Setup > in the Quick Find box enter Installed Packages, and look for ClosePlan
If the installation fails, make sure all the prerequisites are in place. :
Make sure prerequisites have been verified.
If all prerequisites are present, please contact the ClosePlan team and forward any error messages presented during the installation or failure email.
Known Installation blockers:
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Very rarely, ClosePlan installation can be blocked. Installation may reveal that Organizations are at their limit of certain Fields, running older releases or are missing Salesforce database components. These limits must be addressed before ClosePlan can be installed.
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Item
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Object
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Notes
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Roll up Summary Field
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- Opportunity
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- ClosePlan Requires only 1
- Your Organization has:
- Soft Limit: 25
- Hard Limit: 40
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Total Field Limits
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- Opportunity
- Account
- Contact
- Task
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- ClosePlan requires: 6 Opportunity, 3 Account, 9 Contact, 2 Task
- Your Organization has:
- Enterprise: 500 + 400 Managed Package Fields
- Unlimited/Performance: 800 + 100 Managed Package Fields
- Hard Limit: 900
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Relationship Field Limit
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- Opportunity
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- ClosePlan requires: 1 Opportunity, 1 Task
- Your Organization has:
- Hard Limit: 40
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Spanning Field Limit
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- Opportunity
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- ClosePlan requires: 3 Opportunity
- Your Organization has:
- Soft Limit 15
- Hard Limit: 20
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- ClosePlan requires: ~5mb
- Organizations can have up to 250mb
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Content Distribution Feature
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None, General Organization
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ClosePlan requires related database object to be present. It usually is. Enabling this feature has NO impact on your Salesforce Organization. This feature is out of the box from Salesforce. If you Org is older, it may not be present.
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Installation may be prevented if your organization is still running an older Salesforce release. In such case, you must wait until Salesforce is upgraded.
Please refer to Salesforce Trust to find out when will your organization will receive the latest update.
- Open the current month maintenance and find the correct row based on your server instance (ie. EU17, etc.).
- To find your server instance name, login to Salesforce, open Setup > Company Information and look for the Instance field.
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- Check the Known Installation Blockers